More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.
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More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.
Take care of your future by talking to your family members and financial team about your wants and needs as you grow older. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Adam Felts about how to plan for caregiving. A researcher at the MIT AgeLab, Felts shares insights on the importance of patience in a caregiving relationship and explains how financial professionals can help you address the direct and indirect costs of aging. They discuss (time stamps are approximate):
• The impact of longer lifespans (02:26)
• Starting tough conversations about aging (07:57)
• Why caregivers need patience (13:01)
• Self-care for caregivers (19:58)
• The direct and indirect costs of caregiving (23:53)
• How financial advisors can help (37:22)
• Protecting against elder fraud (43:22)
• Why Adam should call his mom (47:28)
• Final thoughts from Oscarlyn (48:37)
To learn more about the latest research in caregiving and well-being, visit the MIT AgeLab online: MIT AgeLab.
The podcast team has created a template for taking notes on each episode. You can find it at:
http://truist.com/resources/wealth/financial-planning/how-to-plan-for-caregiving
Have a question for Oscarlyn or her guests? Email DoThat@truist.com.
I've Been Meaning To Do That
More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.
